Burgundy Asset Management — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Burgundy Asset Management is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,249,261 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,249,261
- Reported indirect compensation
- $0
- Total reported compensation
- $1,249,261
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Eidp, Inc. | DE | 1 | $426,251 |
| Kellanova | IL | 1 | $309,066 |
| Northwell Health, Inc. | NY | 1 | $217,300 |
| Mainehealth | ME | 1 | $149,603 |
| Dupont De Nemours, Inc. | DE | 1 | $92,676 |
| Medstar Health, Inc. | MD | 1 | $54,365 |
State footprint
Plans reporting Burgundy Asset Management are sponsored in DE (2), IL (1), MD (1), ME (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Eidp, Inc. | Corteva Agriscience Defined Contribution Plan Master Trust | 2023 | $426,251 | not reported in the loaded dataset |
| Kellanova | Kellanova Retiree Welfare Benefit Plan | 2023 | $309,066 | not reported in the loaded dataset |
| Northwell Health, Inc. | Northwell Health Pension Plan | 2023 | $217,300 | not reported in the loaded dataset |
| Mainehealth | Maine Medical Center Pension Plan | 2023 | $149,603 | not reported in the loaded dataset |
| Dupont De Nemours, Inc. | Dupont Specialty Products And Related Co. Savings Plan Master Trust | 2023 | $92,676 | $0 |
| Medstar Health, Inc. | Medstar Health Inc. And Affiliates Retirement Master Trust | 2023 | $54,365 | not reported in the loaded dataset |
Related Form 5500 pages
- Corteva Agriscience Defined Contribution Plan Master Trust (plan 001)
- Eidp, Inc. — all reported plans
- Kellanova Retiree Welfare Benefit Plan (plan 515)
- Kellanova — all reported plans
- Northwell Health Pension Plan (plan 006)
- Northwell Health, Inc. — all reported plans
- Maine Medical Center Pension Plan (plan 001)
- Mainehealth — all reported plans
- Dupont Specialty Products And Related Co. Savings Plan Master Trust (plan 001)
- Dupont De Nemours, Inc. — all reported plans
- Medstar Health Inc. And Affiliates Retirement Master Trust (plan 099)
- Medstar Health, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources